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About Financial Planning Week

Is an ongoing effort by the Financial Planning Institute (FPI) to make financial planning a fundamental aspect of South Africans lives. It cannot be done in isolation, and although it is an ongoing objective, it is celebrated by the industry and other key role players during a week of dedicated and focused energy by all players.

  • Raise awareness of the importance of financial planning and provoke a call to action to all stakeholders for the benefit of all South Africans;
  • Encourage industry to promote the value of financial planning to their clients;
  • Provide a platform for professional financial planners to discuss the necessity and progress of a financial planning profession;
  • Encourage consumers to take positive ‘planning’ action;
  • Promote the benefits of comprehensive financial planning to South Africans, other financial planners, financial services providers and regulators;
  • Promote the value of the CFP® designation to the industry and public; and
  • Differentiate the nature of financial planning from that of product-oriented financial advice.
  • Take Action

    Financial planning is the process of structuring and arranging your financial resources to meet your life goals. These can be as short term as saving for a car, to long term planning for retirement.

    Ways to invest in your future during Financial Planning Week

    THINK!

  • Write down your financial goals.
  • Draw up a spending plan (budget).

  • TALK and ACT!
  • Include your children in the running of the household budget for a month.
  • Get your estate in order: Create or revise your will.
  • Create an emergency fund.
  • Invite a professional financial planner to speak at your workplace.

  • Click here to download more tips on how to invest in your future during Financial Planning Week.

    Take action and book for a free financial planning activity in your area. Click on the links below for more information

    Johannesburg

  • Blink Consulting

  • Daberistic Financial Services

    Pretoria

  • Liblink

    Cape Town

  • Crue Invest (Pty) Ltd

  • Veritas Wealth

  • Core Wealth Management

  • Mpumalanga

  • Machrie
  • East London

  • Ulysses Consulting

  • Umhlanga

  • Lifestyle Wealth Planners
  • Get Involved

    Only a few weeks left before Financial Planning Week kicks off. So, are you willing to make a real difference in the lives of South Africans, while positioning yourself as a true professional in your field?

    Volunteer now and make a difference.

    Ways you can get involved to help promote Financial Planning Week:

    1. Reach out…? To your friends, family, clients and colleagues about the importance of Financial Planning Week and why they should spread the word about the importance of professional financial planning advice.
    2. E-mail…? Your clients a link to the financial planning section of the FPI website or add the link or Financial Planning Week logo in your email signature
    3. Get Social ...? On Twitter, Facebook and LinkedIn.
    4. Comment...? On financial planning blogs and online articles and tell people about why you think financial planning can benefit South Africans.
    5. Hand out...? Copies of consumer brochures to your clients and colleagues. These brochures highlight the importance of financial planning.
    6. Host information sessions… on subjects related to financial planning
    7. Host the FPI MYMONEY123™ sessions…
    8. Provide free financial planning consultation … You can volunteer to participate in Financial Planning Week by providing “free financial planning consultation” during that week.
    Download the“Ways to Get Involved” flyer for more information.

    Want to get involved?

    To book or to attend one of the sessions around your area, or to volunteer for this initiative, contact:

    Riana Badenhorst, Consumer Affairs Coordinator
    T: +27 11 470- 6000
    E: mymoney123@fpi.co.za

    News

    Our media centre can provide you with articles, spokespeople (FPI executives and CERTIFIED FINANCIAL PLANNER® professionals) and leading commentary on a variety of issues and topics relating to financial planning and Financial Planning Week.

    To arrange an interview, contact our press team:

    FleishmanHillard
    Keabetsoe Matshediso
    T: +27 11 548-2001
    E: Keabetsoe.matshediso@fleishman.co.za

    FPI
    Tsholofelo Dihutso CPRP, Communications Specialist
    T: +27 11 470-6000
    E: media@fpi.co.za

     

    CFP®, CERTIFIED FINANCIAL PLANNER® and   are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Financial Planning Institute of Southern Africa is the marks licensing authority for the CFP Marks in South Africa through agreement with FPSB.
    Please visit  www.fpsb.org to learn more about the FPSB and the affiliate countries.

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